v9.1.1 Sept 2023

v9.1.0 July 2023

v9.0.2 Apr 2023

v9.0.1 Mar 2023

You will now have an option to delete your template when you hover over the name and click on the 3 dot menu. You can remove any unwanted templates that you no longer need using this option. This delete would be a permanent delete and you won't be able to restore the template once deleted.

As a new user of the beta application, if you are visiting the app for the first time, you will be asked to submit a form similar to the one seen on CloudExtend website. Once submitted you will be taken to the screen where you can get familiar with our Getting Started Guide and also check your trial status. Once your trial is setup by CloudExtend team, check trial status call would succeed and you will be taken to NetSuite Connection creation view.

You will now be able to create Gift Certificate record via the transaction records Sales Order, Cash Sale and Invoice. Make sure to add the Gift Certificate related fields in your transaction template. Once done, Gift Certificate record would be created in NetSuite with a unique GC code. You can use the Gift Certificate template to update fields like email, expirationDate, message, name and sender. Following fields can not be updated: original amount and remaining amount. You cannot delete the Gift Certificate record as it is not supported by NetSuite. Download and refresh can be done.

You will now be able to add notes to your record types in NetSuite using the Note record type in the beta application. For ex: if you have to add Notes to Contact record, create a template for Note record type, fill in the details and select your relevant contact in Entity field and upload. You can download, delete and refresh the records as well.

Issue with free form text fields with leading zeroes showing incorrect data on refresh using Analytics feature: There was an issue with free form text fields with leading zeroes when you refreshed the saved search containing such fields using Analytics. The leading zeroes were missed when writing data to the table showing incorrect data on the table. This is fixed now.

With this release, beta users will now have access to both Data Management and Analytics app in a single application provided they have licenses for both. They no longer must install separate applications, go through the setup, login and connect to NetSuite process in each of the apps. In the new app, users would just have to login with their Microsoft or Google account once and connect to NetSuite and they would have to access to both feature sets of Data Management and Analytics in single UI and they can seamlessly switch between the two and work with their NetSuite data.

If you are on an Analytics report and try to access Data Management features those features would be disabled. Users can, however, use the data downloaded by the Analytics app in a Data Management template to upload via Data Management. For more such tips on how to make the most of both the apps you can refer to this article.

With this release, Analytics users will now be able to add multiple connections and run reports belonging to multiple connections in the same workbook. You no longer have to disconnect from current NetSuite account, stop the schedules to connect to a different NetSuite account. You can simply add a new connection and set it as active to work with that NetSuite account.

Note: When you set a connection as Active that means you will be able to fetch saved searches of your active NetSuite connection while creating a report but if you want to manually refresh reports on your workbook belonging to different connections you can do that.

You will now be able to give a user friendly name to your NetSuite connections so that you can easily refer to the connection with that name in future. You will also be able to edit the connection name inline and save it.

You will now be able to create, update, download and delete Inventory Cost Revaluation record type from beta app. This record has a limitation in NetSuite where we are unable to get values for component items field. We implemented a workaround where users can now see all items in item drop down. It will be on user to select the correct item.

You will now be able to create, update, download and delete Manufacturing Cost records in NetSuite from beta app. There is a field called Cost Detail List: Item in this record which has an issue from NetSuite where its not returning the correct set of items. As a workaround, we are showing all Other Cost items in the list for user to select.

Users will now be informed that bundle install is mandatory before creating NetSuite connection in the app itself so that users can avoid any errors when they try to use that Connection.

Issue with location id showing as blank when downloading Inventory Item: There was an issue with Location List: Location Id field showing as blank when downloading Inventory Items. When we double clicked the cell and checked the internal id of the value would be written but not the label. This is now fixed. Users should see proper values of location if when download happens.

Issue with creating prospects: There was an issue with entity status field in Customer record type where if we want to set the status as Prospect and create Prospect record, it was giving an error. This is fixed. now.

With this release, the beta app will now support Organization templates using which you can share a template that you created with other users in your organization. When you are saving the template, you will get an option if you want to share the template with organization. Once selected, this template will now be visible to all users who are part of your Enterprise license. All other users can now see the template shared under Organization Templates section.

You can use these organization templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they would be visible under My Templates section.

With this release, you will now have an option to Login with Google. This is particularly useful to users who don't have a Microsoft login and still want to use the app. They can now Login with Google account and continue using the app.

You will now be able to create or update Intercompany transfer orders from beta app. This record has an open defect in NetSuite where we are unable to get values for item field and transfer location. We implemented a workaround where users can now see all items in item drop down and all locations irrespective of subsidiary selected. It will be on user to select the correct item and location.

You will now be able to update subsidiary list corresponding to a Vendor in NetSuite. In Vendor record type users were not able to give a list of subsidiaries when creating or updating the record. NetSuite has exposed a different record type called Vendor Subsidiary Relationship to perform such update. With this release, this record will now be supported and you can associate list of subsidiaries to a Vendor in NetSuite.

You will now be able to navigate to Templates from Left Menu once you load the template in case you want to edit the template after reload and add or remove any fields. Before this release, users had to create a new sheet or clear existing table to view the home page and then navigate to templates. This experience is now improved and users can directly navigate to templates view from left menu after template is loaded.

Issue with updating a specific price level value in Pricing Matrix of an Item: There was an issue with updating a specific price level value in Pricing Matrix of an Item. Even though we would set the field replace All as false, it would still override all values in NetSuite with the ones sent in update request. This is now fixed. Users should be able to edit price values belonging to specific price level in the Pricing Matrix and other values can remain as is.

With this release, the beta app will now support Pre-built templates using which you can get started very quickly without having to build a template from scratch. You will get access to 40 Pre-built templates spanned across commonly used record types which have commonly used standard fields in each so that users can easily load them with one click and start downloading or creating records

You can use these pre built templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they would be visible under My Templates section.

With this release, you will now have an option to Refresh picklist values so that any new value added in NetSuite and not visible in the picklist options inside the Beta app can now be brought in by using the Refresh picklist option.

With this release, users now can work with Item Demand Plan record. This record is useful to maintain future inventory (based on daily/weekly/Monthly basis) for an item based on it's past orders. This record type was not exposed before as there were some outstanding issues. Those are now resolved and this record is now available.

In the first release of beta, if your table had more than 200 rows of data, we would switch to background mode of upload by default. This is now changed as we understand that users can have 200 rows of data for a custom record or a single Journal Entry with 200 lines and they would still want that upload to go via real time. So the new values are as below

Note: 💡 Users will still see the prompt to switch to background mode if one of their batches takes more than 40 seconds to upload. They can either ignore it or switch to background mode at that point.

Issue with picklist values not loading when we move to that cell: There was an issue with picklist values where when we load the template for first time and try to view picklist values for a cell, it wouldn't load the values. Users had to switch cells for it to load the values. This is now fixed.

Issue with Other Ref Number filter for SalesOrder: There was an issue where users were not able to download with filter for field Other Ref Number in Sales Order record and were seeing an error like below.

This is now fixed in the beta version and users should be able to download SalesOrders with filter for Other Ref number.